401K Manager

TrueNorth

Cedar Rapids, IA Financial Services & Banking / Accounting

TrueNorth Companies has an immediate opening for a 401k Account Manager to work closely with our Employee Benefits team in Cedar Rapids, IA. The Account Manager is responsible performing duties and maintaining quality service that supports retirement plan sponsors, participants and producers.  

The ideal candidate will add to and bolster TrueNorth's unique culture - a fast paced environment that is client focused and results driven. We are built on enthusiasm, entrepreneurship, integrity, communication, proactive problem solving and a genuine passion for service others.  

Essential Job Functions & Responsibilities:   

  • Build and maintain strong, long-lasting relationships with clients, both internal and external   
  • Manage the communication, relationships and servicing of new and existing retirement plan groups  
  • Work with Producers to provide quality proposals and presentations for prospects and clients with high attention to detail   
  • Prepare and present retirement plan service expectations  
  • Manage new client conversion and implementation process; follow thru during onboarding to ensure effective transition  
  • Research questions for clients; prepare supporting documentation if necessary  
  • Maintain quality client service on a daily basis by providing consistent, timely and accurate service; provide specifics to the producer when service issues are discovered  
  • Maintain agency management systems with all correspondence related to client plans   
  • Coordinate enrollment and other client meetings as necessary 
  • Maintain knowledge of various legal requirements for retirement plans 
  • Educate external Human Resource staff on administration of retirement benefits, as requested 
  • Organize time in advance so projects are completed on time and with appropriate content and organization 
  • Increase industry and job knowledge as measured by attendance at continuing education, attaining or updating designations and participation in other agency training offerings

Education & Experience:  

  • High School diploma or equivalent is required; a college degree is preferred 
  • Minimum 3 years work experience in the financial services industry is required
  • Prior experience as an Account Manager or in a similar capacity is highly preferred 
  • Life and Health insurance license is required, or must be obtained within 30 days of employment; must be maintained annually 
  • Series 6, 63 and/or 65 is preferred  

Skills & Competencies:  

  • Strong problem solving skills 
  • Strong organizational and time management skills 
  • Ability to prioritize work load and work in fast paced environment 
  • Ability to manage time independently by prioritizing and multi-tasking 
  • Extremely accurate and detail-oriented 
  • Strong and professional verbal and written communication skills 
  • Maintain a strong work ethic and commitment to professionalism  

We offer a competitive benefits package, wellness incentives and a positive work culture.     

TrueNorth is honored to be recognized by Inc 5000 as a Fastest Growing Company!   

TrueNorth is an Equal Opportunity Employer. All qualified applicants will recieve    

consideration for employment without regard to race, color, religion, sex or national origin. 


Application Instructions:


Job ID: 70487

Posted 15 days ago

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